PWPS
GNTY

Pinnacle Wealth Planning Services’s Guaranty Bancshares GNTY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GNTY Stock Details GNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-256
Closed -$7K – 997
2020
Q4 		$7K Buy
+256
New +$6.78K ﹤0.01% 1522

Other funds holding GNTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's GNTY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Guaranty Bancshares (GNTY) in Q1 2021, closing a stake of 256 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in GNTY in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 63 funds tracked by Wall St. Rank hold GNTY as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Guaranty Bancshares position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 256 Guaranty Bancshares shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Guaranty Bancshares in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Guaranty Bancshares position peaked at $7K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Guaranty Bancshares as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.